Back Office Executive

Performance Description:

We are looking for a detail-oriented and responsible Back Office Executive to manage day-to-day

operational tasks across Stock Market, Insurance, and Mutual Fund processes. The ideal

candidate should have good communication skills, basic financial knowledge, and the ability to

handle documents, data, and client servicing with accuracy.

RESPONSIBILITIES:

Stock Market Operations

 Assist in account opening processes (Demat & Trading)

 Coordinate with brokers, clients, and support teams

 Handle documentation, KYC verification, form filling, and compliance checks

 Maintain client records and track service requests

 Prepare reports, statements, and basic data entries

 Support in executing client instructions (non-trading activities only)

Mutual Fund Operations

 Process SIP registrations, redemptions, switches, and Lumpsum investments

 Coordinate with AMCs, RTA (CAMs, KFin), and clients for documentation

 Generate statements, portfolio summaries, and client reports

 Track SIP due dates and send reminders

 Ensure accurate client data entry on platforms (BSE Star, MFU, CAMs/KFin portal)

Insurance Operations

 Support in Life, Health, and General Insurance documentation

 Policy issuance coordination and client follow-ups

 Renewal tracking and reminders

 Claims documentation support

 Maintain insurance files and database

General Back Office & Admin Tasks

 Filing, scanning, printing, and maintaining client documents

 Handle calls, emails, and client servicing queries

 Prepare MIS reports, daily updates, and data sheets

 Assist senior team members in follow-ups and task management

 Maintain confidential records with accuracy

KNOWLEDGE, SKILLS AND ABILITIES:

 Good communication skills – English, Marathi, Hindi

 Basic understanding of stock market, mutual funds, and insurance

 Strong MS Excel, Word & Email handling

 Attention to detail and accuracy

 Organised, disciplined, and responsible

 Ability to manage multiple tasks and meet deadlines

 Pleasant personality and client-friendly approach